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Weaver Consulting Group LLC
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CRD # | 287895 |
SEC # | 801-110466 |
CIK # | 0001780055 |
AUM | $775.4 MM (2024-03-24) |
Employees | 6 (50% Investors, 50% Brokers) |
Phone | 714-536-4065 |
Address | 101 Main Street Huntington Beach, CA 92648 |
Source | [IAPD] [EDGAR] [Website] [Facebook] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 7.5 | |
MSFT | 1,918,222.4 | 6.8 | |
EW | 58,898.5 | 4.4 | |
NVDA | 399,550.0 | 2.8 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 652 | 166.7 |
(b) Individuals (high net worth individuals) | 348 | 580.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 6 | 5.7 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 17 | 22.1 |
(n) Other | 0 | 0.0 |
Total | 2,382 | 775.4 |
By Discretionary | ||
Discretionary | 2,382 | 775.4 |
Non-Discretionary | 0 | 0.0 |
Total | 2,382 | 775.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 775.4 | |
Total | 2,382 | 775.4 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001780055] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Sweet Financial Partners LLC
✚
|
MN | 0.8 |
The Fairman Group LLC
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|
PA | 0.8 |
Charles Pratt & Company LLC
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|
NY | 0.8 |
Oak Root LLC
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|
CA | 0.8 |
Balboa Wealth Partners Inc
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|
AZ | 0.8 |
Waterfront Wealth Inc
✚
|
KS | 0.8 |
Sensible Financial Planning and Management LLC
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|
MA | 0.8 |
Lafayette Investments Inc
✚
|
MD | 0.8 |
Meridian Management Co
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|
AR | 0.8 |
NorthStar Fiduciary Partners LLC
✚
|
NJ | 0.8 |